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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,466 | $30,437+144.7% | $56,033+32.9% | $74,4590% |
| Participation rate | 1.3% | 32.9%-31.5pp | 52.5%-51.2pp | 67.2%-65.9pp |
| Annual return | 10.77% | 24.96%-14.2pp | 1711.38%-1700.6pp | 1369.70%-1358.9pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,041-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $17 | $1,176-98.5% | $1,954-99.1% | $4,350-99.6% |
| Admin fee / account holder | $4 | $2,363-99.8% | $2,827-99.9% | $1,945-99.8% |